Tony Corrao

Analyst-Equity at

Chas. P. Smith & Associates, PA, CPAs

44 year

Finance

Consumer Services

Profile

Mr. Anthony M.
Corrao is a Financial Planning Director & Partner at Chas.
P.
Smith & Associates, PA, CPAs.
He is responsible for analyzing new accounts and implementing the investment strategy best suitable for the client.
He joined CPS in June 2010 as a Portfolio Trader & Analyst.
Mr. Corrao previously worked as an Assistant Controller for a large manufacturing company for over four years where he processed financial statements, worked on bank audits and completed account reconciliations.
His work experience is comprised of more than 17 years of accounting and financial planning, which he uses to build comprehensive plans for his clients to achieve their version of financial independence.
He graduated in 2003 with a Bachelor of Science degree in Finance from Florida State University.
He has obtained his Series 65 license as a Registered Investment Advisor Representative and has also earned his Certified Financial Planner professional designation.

Tony Corrao active positions

Companies	Position	Start
Chas. P. Smith & Associates, PA, CPAs Chas. P. Smith & Associates, PA, CPAs Investment ManagersFinance CPS aims to invest clients’ portfolio in the manner that best meets their long-term investment goals and risk tolerance. The firm utilizes both growth and value approach to investments and allocate funds among various asset classes. Additionally, taxable accounts are managed to enhance after-tax performance. In the interest of diversification, they predominantly use a mix of direct instruments (stocks and bonds) and no-load, low-cost passive index funds and ETF’s.	Analyst-Equity	2010-05-31

All active positions of Tony Corrao

Training of Tony Corrao

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

See the detail of Tony Corrao's experience

Connections

1st degree connections

1st degree companies

Male

Female

Members of the board

Executives

See the personal network

Linked companies

Private companies	2
Chas. P. Smith & Associates, PA, CPAs Chas. P. Smith & Associates, PA, CPAs Investment ManagersFinance CPS aims to invest clients’ portfolio in the manner that best meets their long-term investment goals and risk tolerance. The firm utilizes both growth and value approach to investments and allocate funds among various asset classes. Additionally, taxable accounts are managed to enhance after-tax performance. In the interest of diversification, they predominantly use a mix of direct instruments (stocks and bonds) and no-load, low-cost passive index funds and ETF’s.	Finance
Florida State University Florida State University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services

Private companies

Finance